Purchases and Sales Made in Q3 2022 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$653K - $655K
|
11K
$659K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.7K+ 1.73% |
$634K - $636K
|
627K
$37.6M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.6KNew |
$629K - $631K
|
10.6K
$635K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 41.92% |
$599K - $600K
|
34.2K
$2.05M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
9.97KNew |
$591K - $593K
|
9.97K
$597K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.69KNew |
$575K - $577K
|
9.69K
$580K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9.3K+ 12.31% |
$552K - $553K
|
84.8K
$5.08M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.29K+ 5.08% |
$551K - $553K
|
192K
$11.5M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.15K+ 10.29% |
$542K - $544K
|
98.1K
$5.87M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.94K+ 60.28% |
$530K - $532K
|
23.8K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
8.81KNew |
$523K - $524K
|
8.81K
$528K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.8K+ 132.73% |
$522K - $524K
|
15.4K
$924K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.55KNew |
$507K - $509K
|
8.55K
$512K
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.41KNew |
$499K - $501K
|
8.41K
$504K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.33KNew |
$494K - $496K
|
8.33K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.31K+ 12.39% |
$493K - $494K
|
75.3K
$4.51M
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
8.23K+ 7.73% |
$488K - $490K
|
115K
$6.87M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.14KNew |
$483K - $484K
|
8.14K
$487K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.08KNew |
$480K - $481K
|
8.08K
$484K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.02K+ 129.72% |
$476K - $477K
|
14.2K
$850K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7.94KNew |
$471K - $472K
|
7.94K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.8KNew |
$462K - $464K
|
7.8K
$467K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.66K+ 24.95% |
$454K - $455K
|
38.3K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.41K+ 39.0% |
$439K - $441K
|
26.4K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
7.32KNew |
$434K - $435K
|
7.32K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.14KNew |
$424K - $425K
|
7.14K
$428K
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6.67K+ 6.45% |
$396K - $397K
|
110K
$6.59M
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.66K+ 19.31% |
$395K - $396K
|
41.1K
$2.46M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.64K+ 32.46% |
$394K - $395K
|
27.1K
$1.62M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.64K+ 32.45% |
$394K - $395K
|
27.1K
$1.62M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.57KNew |
$389K - $391K
|
6.57K
$393K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.31K+ 20.2% |
$374K - $376K
|
37.6K
$2.25M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.81K+ 18.98% |
$345K - $346K
|
36.4K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.81K+ 124.46% |
$345K - $346K
|
10.5K
$628K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
5.7KNew |
$338K - $339K
|
5.7K
$341K
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
5.68KNew |
$337K - $338K
|
5.68K
$340K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.61K+ 93.31% |
$333K - $334K
|
11.6K
$695K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.56K+ 107.23% |
$330K - $331K
|
10.7K
$644K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
5.41K+ 4.34% |
$321K - $322K
|
130K
$7.79M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.19KNew |
$308K - $309K
|
5.19K
$311K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.14KNew |
$305K - $306K
|
5.14K
$308K
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.97K+ 47.17% |
$295K - $295K
|
15.5K
$928K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.93K+ 15.94% |
$293K - $293K
|
35.9K
$2.15M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.88KNew |
$289K - $290K
|
4.88K
$292K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.61K+ 7.41% |
$274K - $274K
|
66.8K
$4M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.59K+ 30.99% |
$272K - $273K
|
19.4K
$1.16M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.58K+ 10.38% |
$272K - $272K
|
48.7K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.26K+ 101.07% |
$252K - $253K
|
8.47K
$507K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.18K+ 5.23% |
$248K - $249K
|
84.1K
$5.04M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.17KNew |
$248K - $248K
|
4.17K
$250K
|